Cory Weinreb is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Morgan Stanley for four years and has experience in design through his role as a shirt designer at an online shop. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm integrates institutional-scale resources and specialized market roles, including in-house research and futures commission merchant activities, to provide a broad array of advisory solutions.

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Wfgia and A.F. Paredes & Co. CPAs, as well as a 25-year tenure at Philips Lighting Co. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.

Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.

Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he spent ten years at Santander Securities and sixteen years at Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and security-pricing activities.

Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for very large relationships.

Stephen Lee is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at KPG Capital Partners, Bank of America, Merrill, RiverSource Investments, and Columbia Management Advisors. Lee is also appointed as an insurance broker and independently contracts for property and casualty sales with outside carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Thomas Maker is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services and J.P. Morgan Chase Bank, including J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, operating at large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lisa Purville is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She owns ShirleyLewis Incorporated, an investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Cazimar Nieves is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in real estate through ownership of CJ Luxury Developers LLC and CENO Real Estate LLC, focusing on property renovation and rental activities. Citigroup Global Markets serves a broad range of individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, execution services, and specialized lending solutions.

Jeffrey Edwards is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including TIAA-CREF and Highland Capital Brokerage. Outside of his advisory role, he serves as a Regional Vice President managing life insurance sales and distribution. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional management and a direct-to-consumer digital platform known as Starlight Portfolios.

Matthew Magidson is a financial advisor at Citigroup Global Markets with a Series 66 designation. He has been with Citibank since 2024, with intermittent periods of unemployment and prior experience at the Coral Gables Community Foundation and Salem Golf Club. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages complex advisory and custody arrangements for large-scale clients.

Brooke Bergrud is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Oppenheimer since 2011. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs varied investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Alvaro Madero is a CFA® charterholder with Series 63 and Series 65 licenses and five years of industry experience. He is currently with Citigroup Global Markets, where he has worked for four years. His prior roles include positions at Foreside Fund Services, LLC and Global X Management Company LLC, as well as an earlier tenure at Miami University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working closely with various plan sponsors and clients within the New York Life affiliate structure.

Diego Brachfeld Parlaghy is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Citigroup Private Bank since 2010. Outside of his advisory role, he serves as partner and president of Brachfeld Parlaghy S-Corp, a handbag production and sales business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains significant in-house research and market roles, distinguishing it from typical advisory firms.

Timothy Leung is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm is notable for its multi-asset, multi-manager strategies, extensive in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

Craig Calderone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Voya Investments Distributor, LLC and Voya Investment Management. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, integrating in-house research and maintaining unique market roles such as swap dealer and futures commission merchant.

David Chabbott is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Power Forward Group and has a background in the coffee industry, including leadership roles at Coperaco Coffee LLC and Gillies Coffee Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.